In April, the market entered a period of intensive disclosure of performance reports. Data show that since March (April 6), institutions have investigated a total of 742 listed companies, a slight decrease over the same period last year. The research company mainly focuses on the main board and gem of Shenzhen Stock Exchange, and the industry focuses on medicine, biology, mechanical equipment and basic chemical industry. In terms of individual stocks, the driverless concept stock Thunder Software Technology Co.Ltd(300496) is the most concerned.
Specifically, since March, 74 companies have conducted more than a hundred hundred times of institutional research in the past three months. Since March, 74 companies have conducted more than a hundred times of institutional research, with Thunder Software Technology Co.Ltd(300496) \ (329 times), Beijing Huafeng Test & Control Technology Co.Ltd(688200) (314 times), Foryou Corporation(002906) (313 times) ranked in the top 10. Among them, Thunder Software Technology Co.Ltd(300496) of intelligent Internet of things and intelligent Internet connected car track is favored by institutions. Previously, the company released its 2021 annual report, which achieved a net profit of 647 million yuan, a year-on-year increase of 46%. At the same time, it also disclosed a fixed growth plan of about 3.1 billion yuan.
Statistics show that among the top 30 companies surveyed by institutions since March, 26 companies have disclosed 2021 performance reports, of which 23 companies have achieved positive growth in net profit. Among them, the top five companies with the growth of net profit attributable to the parent company are Ganfeng Lithium Co.Ltd(002460) (410.26%), Ningbo Ronbay New Energy Technology Co.Ltd(688005) (327.59%), Henan Liliang Diamond Co.Ltd(301071) (228.17%), Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) (208.44%) and Qingdao Gaoce Technology Co.Ltd(688556) (193.38%).
In addition, among the top 30 companies intensively surveyed by the above institutions, Henan Liliang Diamond Co.Ltd(301071) and Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) both disclosed their Q1 performance forecast in 2022 Henan Liliang Diamond Co.Ltd(301071) it is estimated that in the first quarter of 2022, the net profit attributable to the shareholders of the listed company will be 93-103 million yuan, with a year-on-year increase of 127.89% – 152.40% Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) it is estimated that in the first quarter of 2022, the net profit attributable to the shareholders of the listed company will be 345372 million yuan, with a year-on-year increase of 25% – 35%.
For the future, China Securities Co.Ltd(601066) believes that it is difficult for A-Shares to continue to rise in the short term, waiting for policy easing. At present, the market is in the U-shaped bottom area, waiting for policy easing. It is difficult for A-Shares to continue to attack in the short term. It needs a period of shock to build the bottom and wait for the environment to gradually improve. Structural opportunities need to be verified by the first quarterly report. The next stage of the market will focus on the layout of the epidemic rehabilitation + policy combination, and the specific industry allocation: 1) optional consumption, tax exemption, Baijiu and automobiles. 2) Growth preferred medicine (CXO, traditional Chinese medicine, etc.), military industry, photovoltaic.
